+442.2%
MTZ vs NDAQ
+472.5%
-30.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -5.0% |
| 7D | -8.7% | +2.9% | -11.6% | -10.1% |
| 30D | -15.0% | +17.5% | -32.4% | -22.1% |
| 3M | -32.6% | +15.4% | -48.0% | -37.9% |
| 6M | -56.3% | +24.6% | -81.0% | -62.0% |
| YTD | -16.8% | +14.4% | -31.2% | -25.1% |
| 1Y | -10.0% | +26.9% | -37.0% | -24.0% |
| 3Y | +267.1% | +119.8% | +147.3% | +124.7% |
| 5Y | +89.9% | +70.5% | +19.4% | +31.6% |
| 10Y | +442.2% | +475.8% | -33.5% | +98.9% |
| All | +442.2% | +472.5% | -30.2% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling